Basic
$9.99 USD for 365 days
Organize client records, coverage renewals, licenses and continuing education.
A little help for your busy day.
Coming soon. Purchases are not open. This is an informational preview.
Pro
$19.99 USD for 365 days
Everything in Basic, plus portfolio totals, spreadsheet downloads and manual communication history.
Eligible new accounts will be offered Pro for $1.99 once for exactly 30 days. Nothing renews automatically.
Up to 150 client records, including archived clients. Record, photo and note size limits apply. Optional photos and logos help you recognize clients.
Optional extra client storage — coming soon
Add one of these annual storage packages to Basic or Pro. The price is in addition to your plan.
- 1,000 extra client records for $29.95 USD per year — 1,150 client records in total, including archived clients.
- 2,000 extra client records for $39.00 USD per year — 2,150 client records in total, including archived clients.
At renewal, choose your plan and whether to keep the extra storage. Nothing renews or charges automatically. Record, photo and note size limits still apply. These packages are being prepared and cannot be purchased yet.
Keep your own separate backups. After a plan ends, access to view and download lasts 15 days; the hosted retention period is 30 days. Automatic deletion and service backups are not active yet.
Read the draft terms and draft privacy notice. Final policies and service setup remain under review.